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Wealthcare Advisory Partners’s CDW CDW Stock Holding History

Wealthcare Advisory Partners’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,728
Closed -$451K – 1103
2026
Q1 		$451K Sell
3,728
-62
-2% -$7.83K 0.01% 732
2025
Q4 		$516K Sell
3,790
-129
-3% -$19K 0.01% 687
2025
Q3 		$624K Sell
3,919
-130
-3% -$22.1K 0.01% 614
2025
Q2 		$723K Buy
4,049
+34
+0.8% +$5.78K 0.02% 550
2025
Q1 		$643K Sell
4,015
-977
-20% -$178K 0.02% 538
2024
Q4 		$869K Sell
4,992
-362
-7% -$70.3K 0.02% 453
2024
Q3 		$1.21M Sell
5,354
-82
-2% -$18.2K 0.03% 373
2024
Q2 		$1.22M Sell
5,436
-48
-0.9% -$11.1K 0.04% 339
2024
Q1 		$1.4M Buy
+5,484
New +$1.3M 0.05% 301
2021
Q2 		– Sell
-116
Closed -$19K – 756
2021
Q1 		$19K Buy
+116
New +$17.3K ﹤0.01% 1212
2018
Q1 		– Sell
-5
Closed – – 1093
2017
Q4 		$0 Hold
5
– – ﹤0.01% 1086
2017
Q3 		$0 Buy
+5
New +$313 ﹤0.01% 886

Other funds holding CDW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealthcare Advisory Partners's CDW Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of CDW (CDW) in Q2 2026, closing a stake of 3,728 shares — an estimated $451K sold.

Wealthcare Advisory Partners first reported a position in CDW in Q3 2017 and held it in 12 quarters. The position peaked at $1.4M in Q1 2024. 121 funds tracked by Wall St. Rank hold CDW as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining CDW position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,728 CDW shares in Q2 2026, an estimated $451K.
  • Wealthcare Advisory Partners first reported a position in CDW in Q3 2017 and held it in 12 quarters.
  • Wealthcare Advisory Partners's CDW position peaked at $1.4M in Q1 2024.
  • 121 funds tracked by Wall St. Rank held CDW as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.